Joseph Myers is a financial advisor with Calton & Associates, Inc. in Mount Laurel, NJ, holding a Series 63 registration and 44 years of industry experience. He has worked at Calton & Associates since 2016 and owns Myers & Company, a financial advisory business. Myers serves as a board member of Exit Planning Exchange Philadelphia and is a committee member of the Union League of Philadelphia. He is also on the advisory council of the Mount America Foundation, which supports veterans and military families. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both commissionable brokerage and insurance products alongside advisory services, with investment recommendations tailored to client goals, risk tolerance, and liquidity needs.

Thomas Griffiths is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked with LPL Financial and Associated Securities Corp. since 2008 and 2009, respectively. Outside of his advisory role, he is involved with T & Z Financial, LLC for tax purposes. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management and financial planning, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Mark Oberlander is a financial advisor with Madison Avenue Securities, LLC, holding Series 66, Series 63, and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Metropolitan Life Insurance. Outside of his advisory work, Oberlander works as a bartender at Killamey’s Pub in Hamilton, New Jersey. Madison Avenue Securities provides investment advisory and brokerage services to individual and high-net-worth clients, as well as pension consulting, college-savings assistance, and services for charitable organizations. The firm manages approximately $2.0 billion for about 14,000 clients through a range of portfolio management strategies involving both discretionary and non-discretionary approaches.

Sherif Shaban is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 license and 14 years of industry experience. He has worked with Guardian Solutions and Mutual of Omaha since 2013. Outside of his advisory role, Shaban operates Shaban Solutions LLC, focusing on insurance services and works with various companies selling Medicare and life insurance products. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting through a network of Investment Advisor Representatives using a range of approved models and platforms.

Ronald Taraborrelli is a CFP® professional with 29 years of experience in the financial services industry. He joined Stratos Wealth Advisors LLC in 2024, following roles at The Vanguard Group and Fidelity Investments. Beyond his advisory work, he serves as Director of Finance for Filitalia International, an organization dedicated to preserving the history and heritage of the Italian-American community. Stratos Wealth Advisors provides financial planning and portfolio management services to individuals, trusts, retirement plans, not-for-profits, corporations, and institutional clients through customized and model portfolios. The firm is affiliated with SEI and offers integrated investment solutions utilizing third-party managers and a variety of platforms.

Scott Lermack is a financial advisor at Pine Valley Investments with 21 years of industry experience. He holds the Series 66 designation and has worked at Pine Valley Investments since 2020 and at TIAA since 2014. Outside of his advisory role, he is involved with Pine Valley Planning, an insurance-related business. Pine Valley Investments provides discretionary portfolio management, pension consulting, and related advisory services to individuals, pension plans, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and quantitative analysis to tailor portfolios and manages assets through direct management and subadvisory arrangements.

Isaac Jones is a financial advisor with Pine Valley Investments in Marlton, NJ, holding Series 63 and Series 66 credentials and 13 years of industry experience. He previously worked at Odyssey Capital Advisors and Merrill. Outside of finance, he is involved in athletic training through Jones Sports Training LLC and serves on the board of Impact Services Corporation as well as on the facilities committee at Cardinal O'Hara High School. Pine Valley Investments provides discretionary portfolio management, pension consulting, and advisory services to individuals, pension plans, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and quantitative analysis and offers access to private funds and third-party managers, serving a diverse client base including other advisers.

Joseph Duncan is a financial advisor at Pine Valley Investments with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Pine Valley Investments since 2015. Outside of his advisory role, he owns Reaction Lacrosse, where he teaches lacrosse basics and runs camps and clinics for local youth teams. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension plans, charities, and corporations. The firm employs a range of investment strategies, including fundamental, technical, and quantitative analysis, and serves both directly managed accounts and clients referred through Tri-Party Agreements.

William Walker is a financial advisor with United Capital Financial Advisors in Langhorne, PA. He holds the CFP® and ChFC® designations, as well as a Series 66 license, and has 15 years of industry experience. His prior work includes positions at Mass Mutual Investors Services and METLIFE SECURITIES Inc. He is also involved in selling fixed insurance products including life, health, disability, annuities, and long-term care. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers portfolio customization for ESG and faith-based preferences, supported by client-facing technology and research.

David Swiderski is a CFP® professional with 25 years of industry experience, currently affiliated with Sequent Planning, LLC. His prior roles include positions at Securities America Advisors, Equitable Advisors, and MSI Financial Services, among others. He is also an insurance agent with Futurity First Insurance Group. Sequent Planning, LLC provides investment advisory services to individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm employs a structured risk framework and diversified investment approaches, supported by a network of approximately 97 advisers.

Frank Zukowski is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His career includes roles at firms such as ARK Global LLC and Guinness Atkinson Asset Management. Outside of advisory work, he serves as an Investment Product Manager for Vanderbilt Securities, LLC, coordinating investment product offerings on the firm’s platform. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm employs a strategic asset allocation process incorporating fundamental and technical analysis and offers a range of portfolio management and financial planning services through independent Advisor Representatives.

Jonathan Markoe is a financial advisor at Pine Valley Investments with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including J Alden Associates, Purshe Kaplan Sterling Investments, Bank of America, and Merrill Lynch. Pine Valley Investments provides discretionary portfolio management, pension consulting, and advisory services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and quantitative analysis to tailor portfolios and offers services such as model portfolios, performance reporting, and third-party manager allocation.

Darek Koleda is a ChFC® credentialed advisor with eight years of industry experience, currently serving at Pine Valley Investments since 2022. He is the owner of Koleda Tax LLC d/b/a Fanty, Koleda & Associates, a tax and financial firm that occupies the majority of his time. Koleda has held positions at prior firms including Avantax Advisory Services and Lane Hipple - Wealth Management Group. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm employs a variety of analytical approaches and trading strategies, manages pooled investment vehicles and affiliated private funds, and offers sub-advisory and referred client services under discretionary authority.

Tevin Hill is a financial advisor at Merit Financial Advisors with nine years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Commonwealth Financial Network, GlennCo, LLC, and EisnerAmper Wealth Management. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm provides coordinated wealth-management services and employs a long-term, diversified investment approach using centrally managed model portfolios overseen by an internal Investment Management team.

Michael Modica is a financial advisor at Pine Valley Investments with 12 years of industry experience. He holds the Series 66 designation and has been with Pine Valley since 2015. Outside of his advisory work, he is a co-founder and part owner of a software development company and serves as a referral affiliate for DRB Bank, specializing in student loan refinancing. Pine Valley Investments provides discretionary portfolio management, pension consulting, and related advisory services to individuals, pension plans, charitable organizations, and business entities, employing a range of analytical strategies and serving both clients and other advisers through subadvisory arrangements.

John Lowry is a financial advisor at Advisor Share Wealth Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Redhawk Wealth Advisors, Inc. since 2011. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, a web-based asset management platform for independent advisers, and access to alternative and private investment options.

Michael Mall is a CFP® professional with 15 years of industry experience, currently affiliated with Coppell Advisory Solutions LLC. He has held roles at Nexus Medicare Solutions, Fusion Capital Management, Virtue Capital Management, and Mall Retirement Group, which he owns. Mall serves as founder and CFO of Nexus Medicare Solutions, a Medicare-focused business. Coppell Advisory Solutions LLC serves individuals, pension plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning, employing an open-architecture investment platform and combining internally developed and independent asset allocation models.

Robert Donnelly is a ChFC® credentialed financial advisor with 37 years of industry experience. He is currently with Kovack Advisors, Inc. and has held roles at Alpha Advisors Alliance, LLC, Woodbury Financial Services, Inc., Questar Asset Management, Questar Capital Corporation, and ProEquities, Inc. Outside of his advisory work, he serves as vice president of the Southhampton Business Association, engaging in local business networking. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, and financial institutions. The firm offers discretionary and non-discretionary asset management with an emphasis on diversified asset-class exposure through mutual funds, ETFs, and other vehicles tailored to client objectives.

Deepak Appaya is a financial advisor with On Investment Management Company, holding a Series 63 designation and 39 years of industry experience. He has worked at The O.N. Equity Sales Company and Ohio National Financial Services. Outside of his advisory role, he serves as president of Appaya Financial, which sells and services non-registered insurance products including property and casualty, life, and health insurance. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, and retirement plan sponsors. The firm offers a combination of fee-based planning, third-party investment programs, and both discretionary and non-discretionary managed account options.

Joshua Feldschneider is a financial advisor at Pine Valley Investments with nine years of industry experience. He holds the Series 66 designation and has worked at Pine Valley since 2018. Prior to that, he was employed at Merrill Lynch from 2016 to 2018 and has also been associated with Bank of America since 2016. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm employs a range of analytical approaches and trading strategies under discretionary authority and serves both directly managed accounts and referred clients through Tri-Party Agreements.